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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Arlington Financial Advisors, LLC (swap one in):+ Chequers Financial Management LLC $1.31B · San Francisco, CA+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Manhattan West Asset Management, LLC $1.16B · Los Angeles, CA+ L & S Advisors, Inc $1.16B · Los Angeles, CA
Santa Barbara, CA
Anaheim, CA
Beverly Hills, CA
Assets under management$1.24B$1.33B$1.17B
Asset growth, last 2 years+67%+41%+42%
Advisory staff8107
Individual clients5951,542578
Assets per client$2.1M$861K$2M
Clients per advisor7415483
Main custodianSchwabSEISchwab
Filing with the SEC since20162012 or earlier2013
Tools in their stack1––
People on Advicer.bio878

From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolArlington Financial Advisors, LLCChatterton & AssociatesCheviot Value Management, LLC
CRM
SS&C Black DiamondUses it––

Custodians on Form ADV: Arlington Financial Advisors, LLC: Schwab · Chatterton & Associates: SEI · Cheviot Value Management, LLC: Schwab